Lead Outside Sales Representative

Yoursummitinsurance; Watsonville (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Weekly draw pay

Bonuses & commissions

Incentive trips

Stock bonuses

Professional development

Flexible schedule

Job summary

Summit Insurance is seeking a dynamic Trainer - Sales and Leadership Representative to energize our sales team and foster leadership within the organization. You will coach, train, and motivate agents while engaging in hands-on selling to drive revenue in your territory.

You’ll conduct ongoing classroom and field training, mentor new sales agents, and collaborate with leadership to develop strategic plans. A Health & Life license is required or must be pursued with reimbursement support.

Qualifications

• Bachelor's degree or 10 years of professional (post-high school) work experience.
• Willingness to obtain Health & Life producer license; licensing reimbursement offered.

Responsibilities

• Make daily in-person sales calls to small and medium-sized businesses in your territory.
• Build strong professional relationships and establish trust with customers.
• Schedule and present our supplemental benefits programs to employees in group settings.
• Report daily sales stats and submit weekly goals to team leader.
• Attend business networking events to accumulate leads and referrals.
• Re-service existing client accounts periodically and update CRM weekly.

Skills

Leadership

Communication

Strategic planning

Sales strategies

Mentorship

Training others

Product knowledge

Customer service

Education

Bachelor's degree

Tools

CRM software

Job description

Position: Trainer - Sales and Leadership Representative

About Us:

Welcome to Summit Insurance, where we elevate not just your career, but your life! We're a vibrant and forward-thinking insurance company with a mission to protect families and businesses through exceptional supplemental insurance products. At Summit, we believe in fostering an environment where creativity thrives, ambitions soar, and every day brings new opportunities to shine.

The Role:

An energetic, people-loving go-getter will thrive in our Trainer position, making a significant impact. As a Trainer at Summit, you will be the heartbeat of our team, shaping the future of our sales force with enthusiasm and expertise.

What We're Looking For:

• A Natural Leader: Someone who leads by example and isn't afraid to take the initiative.
• Results-Oriented: Setting goals and working tirelessly to achieve them, always pushing for the next level.
• People Person: A charismatic personality great at building relationships and motivating others.
• Adaptable: Thrives in dynamic environments and can adjust their approach to suit different personalities and situations.
• Creative Thinker: Always looking for new ways to solve problems and improve processes.

Why Join Us:

• Vibrant Culture: Work in a lively, supportive environment where ideas are valued, and growth is a priority.
• Impact: Play a pivotal role in the success and development of our sales team, shaping the future of Summit Insurance.
• Growth Opportunities: With our continuous growth, there are endless opportunities for career advancement and personal development.
• Supportive Team: Join a team of like-minded professionals who are passionate about what they do and are always ready to lend a hand.

DUTIES & RESPONSIBILITIES:

• Make daily in-person sales calls to small and medium-sized businesses in your territory: Selling Business to business.
• Build strong professional relationships and establish trust and rapport with customers.
• Connect with key decision makers at these businesses and schedule appointments to present our supplemental benefits programs to their employees in a group presentation or enrollment-style setting.
• Report daily sales stats at the end of each day.
• Submit your work schedule and goals to team leader at the beginning of each week.
• Attend business networking events in your territory to accumulate new leads and referrals.
• Re-service your existing client accounts periodically and systematically.
• Enter business client information weekly into CRM.

The Sales and Leadership Representative dedicates part of their week to making sales, ensuring they meet their own sales goals and objectives. Simultaneously, they balance this responsibility with the important task of training and mentoring new sales agents on the team, helping them develop their skills and achieve their targets. Strong sales skills as well as some type of mentorship or leadership experience is a must for this role.

The Sales and Leadership Representative is responsible for supporting the sales staff and increasing sales. Our ideal candidate has the following skills and qualifications:

• Strong communication skills for interactions with customers and sales staff
• Leadership skills
• Strategic planning
• Familiarity with effective sales strategies
• Inspirational attitude and ability to create a motivating environment
• Ability to train others effectively
• Mastery of Product knowledge
• Customer service skills

We Offer:

• Virtual classroom training as well as hands-on sales training in your own territory
• Weekly draw pay with bonuses and commission eligibility upon start
• Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions
• Advancement and promotions based on personal performance
• Excellent ongoing professional development, advanced sales training, and leadership training
• Increased schedule flexibility once you have an established book of business
• Work around other like-minded, driven, caring people in a culture that feels like a family

Additional Position Qualifications:

Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered)

Bachelor's degree or a minimum of 10 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion

Your New Journey:

If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members.

Learn more at www.yoursummitinsurance.com